flow stage view in a HR cases

[SNhydrone]

Hi!

I found this "flow" visuals when I was working on defects/Epic and I wonder:

Is it possible to show this on HR cases (i.e., show case state flow visuals)

Curious if this has been asked/looked at before. Appreciate any leads. Thanks!

[Abbas_5]

Hello @SNhydrone,

Yes, it's possible to visually display HR case state flow in ServiceNow. You can achieve this by utilising the ServiceNow Process Flow Formatter on the HR case form, which will show the next available states and their transitions.

Here's how you can implement it:

1. 1. Navigate to the Form:

   Access the HR case form in ServiceNow.
2. 2. Add Process Flow Formatter:

   Configure the form to include a Process Flow Formatter field. This field will display the state flow visually. 
3. 3. Configure the Formatter:

   Define the state flow transitions and the visual representation (e.g., arrows, labels) within the Process Flow Formatter configuration. 
4. 4. Test the Visualization:

   Ensure that the Process Flow Formatter accurately displays the state transitions as expected when the HR case progresses through its lifecycle. 
5. 5. Customize as needed:

   You can further customize the Process Flow Formatter to show only certain states based on specific scenarios or conditions using Onchange() client scripts and script includes. 
6. 6. Use existing state flows:

   You can leverage the existing HR case and task flows in ServiceNow, which define the states and transitions.

By using the Process Flow Formatter, you can effectively visualise the state flow of HR cases within ServiceNow, providing a clear and intuitive view of the case's lifecycle to users.

If it is helpful, please hit the thumbs-up icon and accept the correct solution by referring to this solution in future; it will be helpful to them.

Thanks & Regards,

Abbas Shaik

[Bhavesh Bijagar]

Hi @SNhydrone 

What you are referring to is Process Flow formatter.

Note: The configurations are different if you want to use it in Native UI or Workspace.

For Native UI: Follow below steps

1. System UI -> Process Flow
2. Create New
   1. Select the table for which you want to create the formatter (Note: For HRSD, each COE table, you will to have to configure a separate formatter)
   2. Select the state
   3. Order
   4. Configure the condition (e.g. State = Draft)
   5. Save
3. Repeat step 2 for all the states that you want to display on the Process flow
4. Now we will have bring formatter on the form.
   1. Open any case (Note: Case should belong to same COE for which formatter was configured)
   2. Configure -> Form layout
   3. Select “Process Flow” and bring it to the right side and to the top
   4. Ensure “Default” view is select
   5. Click on save

For configural workspace : Follow steps as mentioned here

Stepper Component in Configurable Workspaces

Please mark helpful and accept answer if it's worthy for you.

Best Regards

Bhavesh Bijagare